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100 Baggers, A Tale of Value & Saving Grocers

Posted by Valor Intrínseco on August 3, 2019 at 4:30 PM

100 Baggers, A Tale of Value & Saving Grocers


Ótimo podcast com o autor do livro 100 Baggers: Stocks That Return 100-to-1 and How To Find Them.

Episode #165: Chris Mayer, “I Do Think The Biggest Challenge…Is Keeping It, Holding On To It”


Bom artigo decompondo os retornos da estratégia value em diferentes períodos na tentativa de entender o que vem acontecendo nos últimos anos.

https://www.gmo.com/globalassets/articles/white-paper/2019/jp_risk-and-premium---a-tale-of-value_7-19.pdf" target="_blank">Risk and Premium: A Tale of Value


Matéria bem interessante sobre a indústria de varejo de alimentos.

The Man Who Is Going To Save Your Grocery Store


Abraços!

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